Stratos Private Wealth

Did anyone else have to double-check the calendar because it feels impossible that it's already November 20th?!

SPW President Jeff and his wife Tiff had the chance to visit their son at Northwestern University for Parents' Weekend. Spending time with your kid as they navigate college and adult life has to be the coolest milestone in parenting (NWU also showed off those Fall colors 🍁).

Election Results and Potential Impact

Election Results and Potential Impact November 2024 market commentary, Stratos Private Wealth provides potential economic outlook post election season.

What if the Fed doesn’t do as much?

What if the Fed doesn’t do as much? October 2024 market commentary, Stratos Private Wealth gives their take on the current market and poses the question "what if the fed doesn't do as much?"

Business Owners Understanding the Wealth Gap

Business Owners Understanding the Wealth Gap How much post-tax liquidity does a business owner need to extract from the company upon sale to maintain their desired lifestyle? SPW address the wealth gap.

SPW keeps growing!🐟

If you’ve been following us for a while, you know that our young advisor internship program has a strong track record of converting interns into full-time employees.

That’s the case for Danny Roberts, who has officially joined our San Diego associate advisor team after completing the 2024 internship program last Summer.

Get to know Danny:
🎓 Alumni of California Polytechnic State University-San Luis Obispo
🤝 Passionate about building strong client relationships
🎣 Enjoys fishing with his dad, one of his favorite pastimes
✈️ Holds a USPA skydiving license

📌 Read Danny's full bio here: https://stratosprivatewealth.com/danny-roberts

Fed Delivers on Sizable Rate Cut

Fed Delivers on Sizable Rate Cut June 2024 market update, Stratos Private Wealth gives their take on the current market outlook and the progress on inflation

Changing Jobs: What Happens to Your 401(k)?

Changing Jobs: What Happens to Your 401(k)? Explore your options for managing your 401(k) when switching jobs. Learn about direct rollovers, indirect rollovers, and cashing out, while considering tax implications and diversification strategies. Make informed decisions for your financial future with this comprehensive guide on 401(k) portabili...

▶ Webinar Replay Now Streaming: The Economy, the Fed, and the Election

Missed last week's webinar? We got you covered! Last Thursday, we hosted a market update webinar where SPW President Jeff Brown gave a full review of what's going on in the market following the recent dip that gave everyone a jump scare.

In this webinar we analyzed our objective indicators, discussed what they mean (and what our team watches out for), shared recent updates from the Fed, and explore how an election year could impact the markets.

📌 A lot to cover so if you have 30 mins or want to listen to the audio over lunch head to: https://stratosprivatewealth.com/webinars-1

📰 Only have a minute to spare? Read our quick recap: https://stratosprivatewealth.com/blog/the-economy-the-fed-and-the-election-recap

The Economy, the Fed, and the Election | August Webinar Recap Summarizing the latest takeaways in our August 2024 market commentary webinar

📢 PSA: Customer Service Appreciation Week is coming in hot🔥

Celebrate this year from 10/2-10/6! This nationally recognized event aims to highlight all the professionals who serve and support consumers, clients, and the general public daily.

In finance where transparency, heart and integrity are paramount, we know our CS crew is at the center of all our success. The faces behind the scenes making sure everything comes together with ease. From client onboarding, to streamlining processes and making our advisors lives easier, we could not operate without their can-do mentality & assistance magic🦄

Starting next Monday we will be highlighting the many faces of the dream team based here in our San Diego office across our social media.

Until then, we would love to hear your stories of interactions that really 'Wow-ed you', have you ever received service that was so good it sold you on a brand? Tell us all about it! ⬇

🔮 Why is 'Why' SO intimidating?! 🔮

There's an inherent fear in asking a question that starts with 'why' because we might find ourselves confronted with uncomfortable truths, maybe even ones we have been avoiding.

But what if we approach 'why' with curiosity and the desire to seek knowledge instead of fear or dread? What if answering honestly unveils a misalignment between our actions, goals, and beliefs?

Our advisors begin every financial roadmap by helping our clients find their 'Why' because there is major power in knowing and setting intentions behind the choices you make, which often acts as the catalyst for financial success. Questions like:

Why do I want to retire early?
Why do I save?
Why do I spend what I do?

We get it, introspection is HARD, but we believe it might be harder to live in a routine of habits that don't align with the life you want.

🗺 Need help discovering your why? We're here for you when you're ready.